Contractor workflow
METIOR PRO gives each stage a clear input, owner, status, and handoff so customer details, drawings, quantities, pricing, scope, approvals, invoices, and costs stay connected.
The complete job lifecycle
A customer record starts the thread. Every following stage adds reviewed information instead of forcing the next person to reconstruct the job from email, folders, and spreadsheets.
Operational stage guide
Use these completion signals as a practical internal checklist. They create a repeatable definition of “ready” without taking professional judgment away from the estimator or project team.
Create the customer and project context before estimating begins.
Establish what information governs the bid and what is still missing.
Choose the most efficient method without sacrificing traceability.
Turn quantities into a commercially complete internal cost plan.
Present a document the customer can understand and act on.
Carry the approved commercial record forward without rebuilding it.
Transfer what was sold, not just the final price.
Compare the sold plan with active project movement while action is still possible.
Status-driven follow-up
A status is useful only when it triggers a clear action. Quote and invoice states help owners, estimators, and administrators focus attention on the records that need it.
Confirm customer, line items, totals, tax, scope, exclusions, alternates, and terms before sending.
Verify the correct customer received the private link and schedule a reasonable follow-up date.
The customer has opened the quote. Review likely scope, option, allowance, and schedule questions.
Preserve the accepted version, notify responsible team members, and prepare invoice or project kickoff.
Capture the reason, decide whether to revise, schedule a future follow-up, or close the opportunity.
Confirm successful payment and receipt, or contact the customer using the agreed payment terms.
Version and change control
A revision is more than a new total. METIOR PRO helps keep the drawing change, quantity impact, cost movement, scope explanation, customer decision, and approved version connected.
Team handoff
The workflow stays connected, but responsibilities remain distinct. Organization admins control sensitive settings while estimators, project teams, bookkeepers, and auditors work from the appropriate record.
| Role | Owns | Receives at handoff | Confirms before moving on |
|---|---|---|---|
| Owner / admin | Organization setup, users, integrations, final business oversight | Opportunity and performance visibility | Access, payment, accounting, and responsibility are correctly assigned |
| Estimator | Plans, quantities, pricing, scope, risk, quote revisions | Complete customer request and governing documents | The estimate is defensible and the customer quote is commercially complete |
| Project lead | Approved scope, delivery plan, cost movement, field communication | Accepted version, assumptions, exclusions, allowances, and budget structure | The team understands what was sold and what remains unresolved |
| Bookkeeper / admin | Invoice issue, terms, payment status, accounting coordination | Accepted commercial record and billing milestones | Invoice, tax, deposit, balance, and customer payment details agree |
| Auditor / reviewer | Read-only validation of takeoffs and bids | Traceable quantity, calculation, and version evidence | Exceptions are visible and customer information remains appropriately restricted |
Exception workflows
Good workflow design does not pretend every bid is linear. These common loops keep changes controlled without discarding prior work.
Identify affected sheets and scope, update quantities and costs, preserve the prior quote, then issue a clearly labeled revision.
Loop: Plan review → Estimate review → Revised quoteOpen the cited source, compare the drawing, correct the item, and document any allowance that cannot be verified.
Loop: Blueprint AI → Human review → PricingSeparate added, removed, and unchanged scope. Recalculate price, terms, and schedule before sending a new version.
Loop: Viewed quote → Estimate change → Revised quoteCapture the reason, schedule a future follow-up where appropriate, or close the opportunity without deleting its history.
Loop: Decision → Follow-up, revision, or closureConfirm delivery and terms, review prior communication, contact the customer, and keep the outstanding balance visible.
Loop: Invoice → Follow-up → Paid or resolvedIdentify quantity, price, production, scope, or procurement variance and decide whether the issue needs operational action or pricing improvement.
Loop: Cost review → Project action → Template learningOperating rhythm
Use these routines as a starting point, then adjust ownership and timing to match your team size, volume, and contract type.
Workflow FAQ
Begin with a complete customer and project record. Confirm the site, scope request, submission deadline, files, and responsible estimator before selecting template-based estimation or Blueprint AI.
Use a template for familiar, repeatable, or service-based work where drawing extraction is unnecessary. Use Blueprint AI for plan-driven projects that benefit from source-linked quantity review.
When quantities, labour, materials, equipment, subcontractors, waste, markup, tax, scope, exclusions, allowances, alternates, and terms have been reviewed by the appropriate person.
Preserve the accepted version, notify the delivery and billing roles, complete project handoff, and convert the commercial record into an invoice when the billing milestone requires it.
Keep the prior estimate, record the new revision, update affected quantities and assumptions, review the cost and scope impact, and issue a clearly identified quote revision.
Yes. Capture the rejection reason first, then decide whether a scope, option, term, schedule, or pricing revision is commercially appropriate. Do not erase the previously issued version.
Organization administrators should control sensitive payment and accounting integrations. Estimators and project teams can use connected workflow records without receiving secret credentials.
No. The system organizes information, automates supported steps, and surfaces exceptions. Your team remains accountable for drawings, scope, quantities, production assumptions, pricing, terms, approvals, and project decisions.
Map your current process